+991.6%
WDC vs GWW
+221.1%
+770.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.4% |
| 7D | +7.5% | -0.5% | +7.9% | +7.6% |
| 30D | +10.1% | -1.4% | +11.5% | +10.7% |
| 3M | -6.8% | -3.6% | -3.2% | -5.5% |
| 6M | +84.1% | +15.1% | +69.0% | +71.6% |
| YTD | +180.3% | +27.5% | +152.8% | +148.4% |
| 1Y | +411.1% | +29.6% | +381.5% | +348.6% |
| 3Y | +1,375.0% | +90.1% | +1,284.9% | +1,003.1% |
| 5Y | +991.6% | +222.6% | +769.0% | +616.9% |
| All | +991.6% | +221.1% | +770.5% | +616.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GWW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling